BA in Finance
I’m bilingual: I speak fluent Vietnamese & English
I played tennis throughout high school and am passionate about getting back into the sport.
Loves trying different cuisines.
Lucky Nguyen is a Bentley University graduate with a major in Finance and a minor in Law. In college, Lucky was a member of several investment clubs, which helped grow his passion for investments. Some of his hobbies included playing tennis, hiking, and watching horror movies on Netflix.
Lucky grew up in New England and spent most of his summer traveling. In the summer of 2019, Lucky traveled to Tel Aviv, Israel, to complete a 3-month long summer internship with a start-up. In Israel, Lucky surfed for the first time and completely loved the experience. After graduating from Bentley, Lucky moved out to San Diego to pursue an opportunity with Trilogy. In California, Lucky currently enjoys watching the sunset in La Jolla, lounging at the beach, and eating a variety of different cuisines.
Lucky is solely an Investment Advisor Representative of Trilogy Capital, and not affiliated with LPL Financial.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.